LPL Financial
34yrs
Top advisor by experience in Baraboo
27yrs
Based in Baraboo, Wisconsin, Peter Welsh is a fiduciary financial advisor with 27 years of industry experience. Peter has been with LPL Financial since 2018; before that, Peter spent ten years at Raymond James Financial Services Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 14 advisors with offices in Baraboo, and one of 11 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Wisconsin
Office109 Third Avenue, Baraboo, WI 53913
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2009 – 2018
Contact Peter
109 Third AvenueBaraboo, WI 53913Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call LPL Financial at (704) 733-3300 and ask for Peter Welsh. Peter works from the Baraboo, WI office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2000, about 27 years. Top 24% by experience in Wisconsin.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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